Establishing Add Reason Codes (WADR)

Overview: Use the Add Reason Code table to establish codes for tracking the reasons you add items to orders in Order Entry or Order Maintenance. Examples of reasons for adding items to an order include:

• mis-shipments

• exchanges

• allowing the customer to select a different item or SKU for a backordered item

• the item is a warranty part

You might want to track this information to identify problem areas, and focus your training or quality control efforts.

Required when? The system requires an add reason code if the:

Require Reason for Lines Added in Order Maintenance (D75) system control value is selected, or

Required reason code flag for the item offer or SKU offer is selected.

Pop-up window: When an operator adds an item by selecting Create, entering an exchange, or adding a mis-ship to an order in order maintenance, the Enter Add Reason Window pop-up window opens.

Note: When the item is added automatically to an order through the order API, the add reason code is not required. For example, an item might be added to an order automatically if it is set up as a free gift by source code.

Report: You can review add reason codes assigned to new order lines with the Order Addition Audit Report.

In this chapter:

Work with Add Reason Screen

Create Add Reason Screen

For more information:

• reviewing the add reason code for an order line: Display Order Line History Screen

• adding an item to an order: Adding an Item in Order Maintenance

Work with Add Reason Screen

How to display this screen: Enter WADR in the Fast path field at the top of any menu or select Work with Add Reason Codes from a menu.

Field

Description

Reason

This code represents the reason for adding an item to an order in order entry or order maintenance.

Alphanumeric, 5 positions; optional.

Description

The description of the add reason.

Alphanumeric, 30 positions; optional.

Screen Option

Procedure

Create an add reason code

Select Create to advance to the Create Add Reason Screen.

Change an add reason code

Select Change for an add reason code to advance to the Change Add Reason screen. You can change only the reason description. See Create Add Reason Screen for field descriptions.

Delete an add reason code

Select Delete for an add reason code.

Display an add reason code

Select Display for an add reason code to advance to the Display Add Reason screen. You cannot change any information on this screen. See Create Add Reason Screen for field descriptions.

Create Add Reason Screen

Purpose: Use this screen to create an add reason code.

How to display this screen: Select Create at the Work with Add Reason Screen.

Field

Description

Order addition reason code

A code to identify the reason for adding an item reason code to an order in order entry or order maintenance, such as a mis-ship or exchange.

Alphanumeric, 5 positions.

Create screen: required.

Change screen: display-only.

Description

The description of the add reason.

Alphanumeric, 30 positions; required.

WADR OMSCS 19.0 December 2019 OHC